Tennessee Tractor, LLC Retirement Savings Plan — Form 5500 plan (Tennessee Tractor, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tennessee Tractor, LLC Retirement Savings Plan is a benefit plan reported by Tennessee Tractor, LLC under EIN 62-1749417 and plan number 002. The latest loaded filing year is 2023. The filing reports 404 participants and $15,327,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Tractor, LLC
- EIN
- 62-1749417
- Plan number
- 002
- Plan type
- 2
- Location
- Alamo, TN
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $15,327,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20240730080111NAL0019705249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,327,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,327,288
- Net assets (BOY)
- $12,323,058
Income & contributions
- Employer contributions
- $393,883
- Participant contributions
- $917,715
- Total contributions
- $1,327,240
- Total income / additions
- $3,563,381
Expenses & distributions
- Benefits paid
- $495,994
- Administrative expenses
- $63,157
- Total expenses
- $559,151
- Net increase / (decrease)
- $3,004,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| B. Riley Waelth Management Inc. | INVESTMENT ADVISOR | $38,619 | $0 | 2023 |
| Burleigh Consulting Group, Inc. | CONTRACT ADMINISTRATOR | $19,421 | $0 | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $5,792 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee Tractor, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Alamo, TN
- B. Riley Waelth Management Inc. — Schedule C compensation
- Burleigh Consulting Group, Inc. — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation